Advanced Medical Solutions Share Discussion Threads

[wetdream] 09/12/2020 21:53

dealit, I have a love/hate relationship with AMS... I’ve always thought of them as a well-run, if undynamic, company with a solid product range and in a pretty ‘fireproofR17; business sector. A bit too dependent on acquisitions (that I struggle to appreciate) but hey-ho, ‘steady as she goes’. But then along came Trump with his ‘America First’ campaign in the middle of the pandemic and AMS just got left behind. Not entirely their fault, but irritating that it’ s set them back as you point out at least 12 months. They’ve done well to hold on to some quality funds as supporters, so I guess extra patience is required.

[dealit] 09/12/2020 15:42

wetdream-I have posted part of an announcement from earlier in the year and feel that AMS S/P should head north on FDI approval IMHO.---- The LiquiBand® XL critical pilot study has been completed with three different formulations successfully meeting our objective of 14-day wear time. However, some of the variants demonstrated extended set time. The lead formulation, which we believe maximises our potential for long term commercial success on all product features, is an accelerated formulation of LiquiBand® that will require additional stability and biocompatibility data along with a repeat of the clinical study as part of the FDA filing. The additional work required on this lead formulation means that we now expect to file for 510K approval in the first quarter of 2021. We expect the financial impact of this delayed approval to be offset by the stronger than anticipated LiquiBand® market share improvement and short term commercial agreements with US hospitals to encourage additional LiquiBand® adoption in the run up to the LiquiBand® XL approval. Once approved, LiquiBand® XL will allow entry into the market for care of larger wounds and unlock further growth potential in the LiquiBand® business with all partners.

[wetdream] 07/12/2020 09:16

Good for divis - hence continued institutional support. Doubt anyone holds for capital growth. Been on the slide for the last couple of years.

[malcontent] 02/12/2020 18:33

I've held quite a few here for years, adding the divi's back as shares I see this doing well in the next few years again- happy to hold thru the doldrums unloved but a great long-term hold for me

[wetdream] 02/12/2020 18:26

Not a high profile sector, I guess. Always thought of them as a takeover target, but not in these Covid-obsessed times.

[whitebicycle] 01/12/2020 22:15

Really nice jump Not even sure if anyone cares anymore.

[wetdream] 24/11/2020 07:52

Looks like the news caused some trading algorithms to go into meltdown! Dozens of single share trades before 8.30am. Weird.

[dealit] 23/11/2020 16:32

The market loved todays acquisition news by AMS.

[energeticbacker] 23/11/2020 16:31

Advanced Medical Solutions acquires Raleigh Adhesive Coatings, reports Investor's Champion. For the 6 months ending 31 October Raleigh generated revenue of £3.9m and operating profit of £0.8m, compared to the prior year’s loss of £0.3m. The £22m acquisition cost therefore represents quite a multiple, suggesting AMS thinks highly of this business.

[buywell3] 20/11/2020 21:33

Bigger Holders are Key here Covid-19 developments likewise ref continuance of elective surgeries in the USA , EU , UK and other sales areas If mid 2021 is when vaccines will start to be used in any meaningful quantity , then that is over 7 months away and Covid-19 cases look set to go on rising till then in the absence of National Lockdowns of decent duration to do any good eg 8 weeks buywell is of the opinion that more pandemics are coming and Covid-19 is mutating now via other animal species like Mink which is imo of a major concern or should be to Governments. A DIFFERENT Hospital Care system is now needed for the treatment of virus pandemics Completely separate from existing Hospitals that should be able to carry on as normal as possible New Pandemic/Viral Hospitals equipped specifically to deal with the tools staff and safety requirements that Covid-19 experience has given BUT able to perform as an adjunct to the NHS in the UK for example in none pandemic times If that happens

[wetdream] 20/11/2020 20:10

Someone selling the news - c.800k But share price seems pretty solid.

[dozey3] 20/11/2020 18:27

Agreed. Also a good time for a larger rival to snap it up on the cheap, but don’t tell them

[energeticbacker] 20/11/2020 16:49

AMS received CE mark approval for its Silicone PHMB Foam Dressing, which sits alongside the previously US approval for this product. AMS has had a tough time over the pandemic which has led to the deferral of elective surgeries and woundcare clinics, however, according to Investor's Champion this innovative business remains in good shape and should continue to thrive when markets recover.

[dealit] 16/9/2020 07:35

Results out today, still making a profit and paying a dividend. Very creditable performance considering Covid 19 times we are going through IMHO.

[wetdream] 29/8/2020 06:32

Always rumoured to be a bid target, Perhaps the sp’s finally reached the floor?

[pedr01] 26/8/2020 07:59

Something's lit a firework under it. Couldn't find anything apart from the IC article ... hTTps://www.investorschronicle.co.uk/tips-ideas/2020/08/20/look-to-the-future-with-advanced-medical-solutions/

[dealit] 21/8/2020 07:33

Was their an article in the Investors Chronicle, if so did anyone read the article?

[dealit] 10/8/2020 16:28

Maybe a chance to top up at this s/p.

[potty punter] 07/8/2020 14:52

Sorry that is P/E of 16.4 (typo)

[potty punter] 07/8/2020 14:51

Well if you take the cash in hand out of the market cap, you get a P/P of 16.4 at present. That is fairly cheap for the sector

[buywell3] 06/8/2020 21:41

buywell dons the DA hat once more Thus far my last post comments are playing out -- all that remains is for a P/E of 15 to get hit. Will it ? For that to happen Covid-19 cases will have to impinge on planned operations again as it did in the first wave. Will it ? Look at the stats and charts on worldometer website and decide yourself IMO dyor

[malcontent] 06/8/2020 19:37

'ma long term holder who has held thougha nd re-invested dividends I see no reason to sell as this is not, in my opinion, more than a temporary setback- I could change my mind, of course, as events unfold, but it's a strong hold for me No forced seller here

[winnings1] 06/8/2020 12:34

Alliance Pharma (APH) looks even better value. Medicines will not go out of fashion and are unlikely to suffer long term economic disruption from Covid-19. Chairman and wife bought substantial amountsAPH shares at 77.7p in June, the shares were cheap enough then, even cheaper now at around 70p! AMS'downward trend may have a bit further to go. A sound Company with loads of cash in the bank. Share price Will come up again, depending on next Results showing improved sales.